Dynamic Reordering

Enroll Vendors in Dynamic Reordering

1. Open a vendor’s details record.
2. Enable Auto Dynamic Reordering.
3. Accept the default purchase order generation time (Sunday, 6:00 PM) or define a custom date and time.
4. Save your changes, then link this vendor to each item you enroll.
   

Enroll Items in Dynamic Reordering

1. Navigate to the Inventory tab of an item.
2. Enable Dynamic Reordering, and define a Safe Qty for the item. This disables the Reorder Qty field.
3. Add or link a vendor on the item’s Purchasing tab. The vendor must be enrolled in Auto Dynamic Reordering.
4. Save your changes.
   

Review and Submit Your Purchase Orders

If items enrolled in dynamic reordering are below their Safe Qty at your vendor’s Create Time, a purchase order is generated, ordering enough inventory to bring your inventory levels back up to their Safe Qty amount. Complete and process the purchase order as needed.

Create Interim Purchase Orders

If you create a purchase order off the reorder cycle, you can add any items enrolled in Dynamic Reordering. Exatouch will suggest reordering enough inventory to reach the Safe Qty amount; accept or change to suit your needs. Complete and process the purchase order as needed.